InsuredMine CRM | Optimize and Grow Your Insurance Agency

Share Templates and Template Folders with Read /Write Capabilities

Share Templates and template Folders with Read /Write capabilities


Share email templates and template folders with agents with read or edit access.  Based on the access granted, the agents will have the ability to read or edit the shared templates.

If you have provided read access while sharing the template, the agent will not be able to edit or share the template. If you have provided edit access in that case agents will be able to edit or share the templates. 


For sharing email templates:

  • Navigate to Engagements

  • Select Email Templates

  • Select the folder from which you want to choose and share the template

  • Select the template and click on 3 dots (action)

  • Click on share



  • Select the agents with whom you want to share

  • Click on select access and select read or write

  • Click on the share button.


The email template will be shared with the agent and the template will be available in their account under the shared folder in the email template section. The same is the case with the folder too.


For sharing template folder:

  • Navigate to engagement

  • Select email templates

  • Click on the folder that you want to share

  • Click on 3 dots

  • Click on share



  • Select the agents with whom you want to share

  • Click on select access and select read or write

  • Click on the share button.



Once the template is shared, you will get the notification for successfully sharing the template folder notification. Once the template folder is shared with the agent, the template folder will be available in the agent’s account under the shared folder. Clicking on the folder, the agent can have access to the templates within the folder. 



Note: The agents with whom you have already shared will be highlighted as previously shared. If you make any changes to the template, the changes will NOT be reflected in their templates. From Admin view, you will have to delete their template and re-share the template.


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